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iShares S&P 500 Value ETF
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Overview Fund Activity

1,250 hedge funds and large institutions have $22.3B invested in iShares S&P 500 Value ETF in 2023 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 379 increasing their positions, 425 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+109
Holders Change %
+9.55%
% of All Funds
18.33%
Holding in Top 10
112
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.29%
% of All Funds
1.64%
New
188
Increased
379
Reduced
425
Closed
57
Calls
$30.8M
Puts
$2.12M
Net Calls
+$28.7M
Net Calls Change
+$9.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Goldman Sachs
Goldman Sachs
New York
$815M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M
4
CWM
Calamos Wealth Management
Illinois
$82.2M
5
UFF
USA Financial Formulas
Michigan
$65.5M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$162M
2
Ameriprise
Ameriprise
Minnesota
$359M
3
Corient Private Wealth
Corient Private Wealth
Florida
$6.03M
4
GS
GTS Securities
New York
$0
5
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
976
LCNB Corp
Ohio
$299K – – –
PI
977
Putnam Investments
Massachusetts
$299K +$299K +1,719 New
BSB
978
Bangor Savings Bank
Maine
$299K – – –
FF
979
Francis Financial
$297K -$61.9K -356 -17%
CJ
980
Caitlin John
Michigan
$295K +$295K +1,699 New
RP
981
Riverwater Partners
Wisconsin
$295K -$67.6K -389 -19%
MCM
982
Manchester Capital Management
Vermont
$294K – – –
EWM
983
Evermay Wealth Management
Virginia
$294K +$55.3K +318 +23%
PWMAG
984
Pinnacle Wealth Management Advisory Group
New Jersey
$290K – – –
GWM
985
Greenhouse Wealth Management
Connecticut
$289K – – –
AUB
986
Atlantic Union Bankshares
Virginia
$287K – – –
CCA
987
Cottonwood Capital Advisors
Utah
$287K – – –
W
988
Wealthquest
Ohio
$287K – – –
WA1
989
Wimmer Associates 1
California
$287K – – –
GLR
990
Great Lakes Retirement
Ohio
$285K – – –
MLL
991
Moody Lynn & Lieberson
Massachusetts
$284K – – –
CHC
992
City Holding Co
West Virginia
$284K +$3.48K +20 +1%
WJWM
993
Williams Jones Wealth Management
New York
$279K – – –
AGC
994
Aspen Grove Capital
Colorado
$278K – – –
WAG
995
Winthrop Advisory Group
Massachusetts
$277K -$7.3K -42 -3%
BWM
996
Brown Wealth Management
Illinois
$276K +$2.09K +12 +0.8%
CAS
997
Coppell Advisory Solutions
Texas
$276K +$276K +1,588 New
FHA
998
Flagship Harbor Advisors
Massachusetts
$275K +$28.7K +165 +12%
CMP
999
Courage Miller Partners
Virginia
$273K -$61.7K -355 -18%
UL
1000
Unionview LLC
Washington
$271K -$13.6K -78 -5%
38 39
40
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